Prestige Wealth Management Group LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 790 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 0.5%.

Quarter-by-quarter ownership
Prestige Wealth Management Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$7,254
-4.1%
290.0%0.00%0.0%
Q1 2024$7,561
+7.8%
290.0%0.00%0.0%
Q4 2023$7,012
+12.9%
290.0%0.00%0.0%
Q3 2023$6,212
-6.8%
290.0%0.00%0.0%
Q2 2023$6,663
+6.2%
290.0%0.00%0.0%
Q1 2023$6,276
-89.2%
29
-90.0%
0.00%
-86.7%
Q4 2022$58,157
+869.3%
290
+900.0%
0.02%
+650.0%
Q3 2022$6,0000.0%290.0%0.00%0.0%
Q2 2022$6,000
-14.3%
290.0%0.00%0.0%
Q1 2022$7,000
-12.5%
290.0%0.00%0.0%
Q4 2021$8,0000.0%290.0%0.00%0.0%
Q3 2021$8,0000.0%290.0%0.00%0.0%
Q2 2021$8,0000.0%290.0%0.00%0.0%
Q1 2021$8,0000.0%290.0%0.00%0.0%
Q4 2020$8,000
+33.3%
290.0%0.00%0.0%
Q3 2020$6,0000.0%290.0%0.00%0.0%
Q2 2020$6,000
-97.2%
29
-97.3%
0.00%
-98.3%
Q4 2019$216,000
+8.5%
1,085
-1.1%
0.12%
+1.7%
Q3 2019$199,000
-3.4%
1,097
-1.0%
0.12%
-7.2%
Q2 2019$206,000
-30.4%
1,108
-32.8%
0.12%
-31.3%
Q1 2019$296,000
+12.5%
1,648
-5.5%
0.18%
-6.2%
Q4 2018$263,0001,7440.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Jentner Corp 96,232$19,208,00021.84%
Radnor Financial Advisors, LLC 146,624$29,266,00017.53%
BALASA DINVERNO & FOLTZ LLC 532,524$106,292,00011.79%
Summit Financial Strategies, Inc. 120,481$24,048,00010.69%
CABANA LLC 544,737$108,730,0009.99%
BHK Investment Advisors, LLC 75,875$15,145,0008.95%
Foundations Investment Advisors, LLC 462,492$93,206,0008.25%
CHOREO, LLC 361,514$72,158,0006.98%
Mosaic Family Wealth, LLC 81,771$16,322,0006.75%
INSPIRION WEALTH ADVISORS, LLC 79,457$15,860,0006.23%
View complete list of VANGUARD INDEX FDS shareholders